Ep 4: Do These Things Actually Happen to Clients?

The world of investing and retirement planning isn’t always what it appears to be. We’re taking a look at financial scenarios that have been common at some point and explaining whether our clients are dealing with the same thing.

Show notes and additional resources: http://retirementplaybookpodcast.com 

Today's Rundown: 

0:44 – What our main topic is about today.

1:19 – Is this a thing: family members gathering in a room together for the reading of a will to find out who is getting what.

1:59 – You see that a lot on TV but reality is different.

2:25 – Is this a thing: someone discovers an old investment account they forgot they had.

2:47 – Dale shares a real-world example of a client discovery.

3:33 – Is this a thing: kids working their way through college.

4:42 – Is this a thing: people successfully timing the market.

5:39 – Is this a thing: people retiring but having to go back to work after running out of money.